Briaud Financial Planning, Inc Purchases in Q2 2025

Briaud Financial Planning, Inc

  • $254 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Tko Group Holdings Inc
129
New
N/A
129 $23K
MA
Mastercard Inc

Financial Services
38
New
$479.92 - $590.74 $18.2K - $22.4K
38 $21K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
95
New
$141.37 - $228.57 $13.4K - $21.7K
95 $21K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
460
New
$44.68 - $45.96 $20.6K - $21.1K
460 $21K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
212
New
$82.93 - $99.12 $17.6K - $21K
212 $21K
SLV
I Shares Silver Trust

ETFs
23
+ 0.21%
$27.08 - $33.74 $623 - $776
11.1K $364K
AR
Antero Resources Corp

Energy
531
New
$31.92 - $43.78 $16.9K - $23.2K
531 $21K
MELI
Mercadolibre Inc

Consumer Cyclical
8
New
$1794.73 - $2613.63 $14.4K - $20.9K
8 $20K
TTWO
Take Two Interactive Software Inc

Communication Services
80
New
$194.58 - $243.05 $15.6K - $19.4K
80 $19K
Fidelity Covington Trust
667
New
N/A
667 $19K
IGN
Ishares Tr North Amern Tech Mu

ETFs
238
New
N/A
238 $19K
HUBS
Hubspot Inc

Technology
35
New
$487.07 - $672.24 $17K - $23.5K
35 $19K
MCK
Mckesson Corp

Healthcare
26
New
$652.83 - $732.78 $17K - $19.1K
26 $19K
Ul Solutions Inc
268
New
N/A
268 $19K
SUB
Ishares Short Term National Mu

ETFs
181
New
$104.77 - $106.34 $19K - $19.2K
181 $19K
RING
Ishares Inc Msci Global Gold M

ETFs
438
New
$34.72 - $45.62 $15.2K - $20K
438 $19K
CPT
Camden Property Trust

Real Estate
168
New
$106.53 - $122.8 $17.9K - $20.6K
168 $18K
BK
Bank Of New York Mellon Corp

Financial Services
208
New
$73.31 - $91.62 $15.2K - $19.1K
208 $18K
CAH
Cardinal Health Inc

Healthcare
111
New
$125.0 - $168.0 $13.9K - $18.6K
111 $18K
TJX
Tjx Companies Inc

Consumer Cyclical
150
New
$119.13 - $135.03 $17.9K - $20.3K
150 $18K
EWG
Ishares Msci Germany ETF

ETFs
434
New
$33.22 - $42.57 $14.4K - $18.5K
434 $18K
FAF
First American Financial Corp

Financial Services
301
New
$54.11 - $67.0 $16.3K - $20.2K
301 $18K
WOOD
Ishares Global Timber & Forest
249
New
N/A
249 $18K
OEF
Ishares S&P 100 ETF

ETFs
60
New
N/A
60 $18K
PSA
Public Storage

Real Estate
64
New
$266.31 - $309.77 $17K - $19.8K
64 $18K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
210
+ 500.0%
$82.21 - $83.12 $17.3K - $17.5K
252 $20K
MSTR
Microstrategy Inc

Technology
44
New
$237.95 - $421.61 $10.5K - $18.6K
44 $17K
IRT
Independence Realty Trust, Inc.

Real Estate
987
New
$17.41 - $21.38 $17.2K - $21.1K
987 $17K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
389
New
$45.12 - $46.23 $17.6K - $18K
389 $17K
IGV
Ishares Expanded Tech Software

ETFs
150
New
$80.15 - $109.5 $12K - $16.4K
150 $16K
UHS
Universal Health Services Inc

Healthcare
90
New
$157.05 - $197.94 $14.1K - $17.8K
90 $16K
NET
Cloudflare, Inc.

Technology
85
New
$97.08 - $195.83 $8.25K - $16.6K
85 $16K
DLTR
Dollar Tree, Inc.

Consumer Defensive
165
New
$67.22 - $100.51 $11.1K - $16.6K
165 $16K
COIN
Coinbase Global, Inc.

Technology
46
New
$151.47 - $375.07 $6.97K - $17.3K
46 $16K
PRN
Invesco Dwa Industrials Moment

ETFs
99
New
$122.83 - $157.05 $12.2K - $15.5K
99 $15K
Viking Holdings LTD
300
New
N/A
300 $15K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
302
New
$49.18 - $50.17 $14.9K - $15.2K
302 $15K
MUB
Ishares National Muni Bond ETF

ETFs
150
New
$102.31 - $105.8 $15.3K - $15.9K
150 $15K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
138
New
$107.83 - $119.94 $14.9K - $16.6K
138 $14K
NEM
Newmont Corp

Basic Materials
150
+ 26.5%
$44.18 - $59.46 $6.63K - $8.92K
716 $41K
SIZE
Ishares Msci Usa Size Factor E

ETFs
92
New
$128.15 - $154.54 $11.8K - $14.2K
92 $14K
FVD
First Tr Value Line Divid Inde

ETFs
335
New
$40.62 - $45.12 $13.6K - $15.1K
335 $14K
RTX
Raytheon Technologies Corp

Industrials
65
+ 25.39%
$113.75 - $148.48 $7.39K - $9.65K
321 $46K
YPF
Ypf Sociedad Anonima

Energy
432
New
$27.16 - $36.96 $11.7K - $16K
432 $13K
PFI
Invesco Exchange Traded Fd Tr

ETFs
236
New
$47.15 - $56.73 $11.1K - $13.4K
236 $13K
CRM
Salesforce, Inc.

Technology
50
New
$236.26 - $291.15 $11.8K - $14.6K
50 $13K
FSTA
Fidelity Covington Tr Msci Con

ETFs
256
New
$47.94 - $52.5 $12.3K - $13.4K
256 $13K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
259
New
$50.09 - $51.09 $13K - $13.2K
259 $13K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
133
New
$100.35 - $100.71 $13.3K - $13.4K
133 $13K
Activity Summary
Buys All Purchases 207 New Holdings 164 Increased Positions 43 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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